Broker Check
Laura Leavitt, CFP®

Laura Leavitt, CFP®

Senior Financial Advisor

Helping others has always been important to Laura. That is why she decided to follow in her father’s footsteps and pursue a career related to finance. Laura basically grew up in the office, assisting with her father’s practice after school and over summer breaks. She began sitting in on client meetings during high school and discovered that she enjoyed learning about money management and what goes into financial decision making.

When Laura had the opportunity to build her own practice, her primary focus was to educate her clients so that they could make informed decisions regarding their finances. This quickly morphed into wanting to know more about each individual’s situation and their relationship with money. Financial Planning is one way that she gets to know her clients. Not just from a monetary aspect, but to gain understanding of what worries them and what inspires them. She feels grateful when people share their stories with her and considers it a privilege to honor the trust that they place in her.

Laura is a CERTIFIED FINANCIAL PLANNER® Practitioner and an Investment Advisor Representative supervised by her broker dealer, Cetera Advisor Networks LLC. She has over 30 years of experience in the financial and insurance industry. Laura obtained her insurance license (CA Insurance license #0822554) prior to graduating college, followed by her securities licensing and earned her CFP® designation in 2002 after completing the Personal Financial Planning Curriculum through UC Santa Cruz.

Laura received her degree from Cal Poly, San Luis Obispo, where she met her husband, Tom. She has two sons who are now young adults. Laura loves spending time with her immediate and extended family, having fun with friends, sitting seaside, trying new foods, traveling and reading.